Want to Sync Accounts and Orders but not Opportunity

David Gollom

September 17, 2020 22:05

Hey Everyone,

Looking for some best practices or ideas here.

We will be making large contracts with a govt. or other large entities that will result in lots of small orders that need to be shipped. The design is to have a SF Opportunity to represent the contract and then generate SF Orders for the individual shipments to sub accounts as the ship to locations.

The SF order sync to NS is working and we're getting the sub accounts also synced to NetSuite. This is great! What's missing is the parent account. The order sync doesn't seem to pull in parent accounts.

I don't want to turn on the SF Opportunity to NS Order sync since that order isn't valid in NetSuite.

Is there a way to force the parent account to sync?

Ideas??

thanks!!

Comments

3 comments

Courtney Jordan
September 17, 2020 22:08

Experience Strategy & Design Director Community moderator

Hi David Gollom,

Thanks for letting us know of this need. I'll have our Salesforce PM follow up with you asap. Great to hear that your SF order to NS sync is working well! Hope you're having a great day!

0
Courtney Jordan
September 18, 2020 23:16

Experience Strategy & Design Director Community moderator

Hi David Gollom,

This isn't currently supported using the IA flow, but you could do a custom flow. Because this is a request, I'm moving this to the SFNSIO enhancement requests area so that others can comment/vote on it.

Thanks!

0
David Gollom
September 18, 2020 23:22

Strategic Partner

Thanks Courtney.

0

Please sign in to leave a comment.

Didn't find what you were looking for?

New post